Winthrop Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
48,256
+6,270
| +15% | +$2.66M | 1.98% | 11 |
|
|
2025
Q1 | $15.2M | Sell |
41,986
-8,137
| -16% | -$2.94M | 1.82% | 11 |
|
|
2024
Q4 | $20.1M | Sell |
50,123
-42
| -0.1% | -$16.9K | 2.42% | 10 |
|
|
2024
Q3 | $18.8M | Sell |
50,165
-155
| -0.3% | -$58.2K | 2.33% | 11 |
|
|
2024
Q2 | $18.3M | Buy |
50,320
+1,271
| +3% | +$463K | 2.49% | 10 |
|
|
2024
Q1 | $16.5M | Buy |
49,049
+35,030
| +250% | +$11.8M | 2.39% | 10 |
|
|
2023
Q4 | $2.32M | Sell |
14,019
-37,759
| -73% | -$6.24M | 0.36% | 35 |
|
|
2023
Q3 | $13.8M | Sell |
51,778
-528
| -1% | -$141K | 2.27% | 11 |
|
|
2023
Q2 | $14.4M | Sell |
52,306
-1,359
| -3% | -$374K | 2.31% | 11 |
|
|
2023
Q1 | $13.1M | Sell |
53,665
-1,345
| -2% | -$329K | 2.31% | 11 |
|
|
2022
Q4 | $11.8M | Buy |
55,010
+1,215
| +2% | +$260K | 2.23% | 12 |
|
|
2022
Q3 | $11.3M | Sell |
53,795
-2,640
| -5% | -$555K | 2.42% | 12 |
|
|
2022
Q2 | $12.3M | Buy |
56,435
+10,509
| +23% | +$2.3M | 2.9% | 11 |
|
|
2022
Q1 | $12.8M | Sell |
45,926
-199
| -0.4% | -$55.3K | 2.66% | 10 |
|
|
2021
Q4 | $14.1M | Sell |
46,125
-116
| -0.3% | -$35.4K | 2.83% | 10 |
|
|
2021
Q3 | $12.7M | Sell |
46,241
-718
| -2% | -$197K | 2.82% | 10 |
|
|
2021
Q2 | $12.7M | Sell |
46,959
-932
| -2% | -$253K | 2.87% | 11 |
|
|
2021
Q1 | $11.6M | Sell |
47,891
-1,069
| -2% | -$260K | 2.87% | 10 |
|
|
2020
Q4 | $11.8M | Sell |
48,960
-271
| -0.6% | -$65.3K | 3.09% | 10 |
|
|
2020
Q3 | $10.8M | Sell |
49,231
-767
| -2% | -$168K | 3.3% | 9 |
|
|
2020
Q2 | $9.73M | Sell |
49,998
-65
| -0.1% | -$12.7K | 3.44% | 9 |
|
|
2020
Q1 | $7.54M | Sell |
50,063
-48
| -0.1% | -$7.23K | 3.02% | 10 |
|
|
2019
Q4 | $8.82M | Buy |
50,111
+349
| +0.7% | +$61.4K | 3.18% | 10 |
|
|
2019
Q3 | $7.94M | Sell |
49,762
-692
| -1% | -$110K | 3.14% | 9 |
|
|
2019
Q2 | $7.94M | Sell |
50,454
-4,247
| -8% | -$668K | 3.32% | 9 |
|
|
2019
Q1 | $8.35M | Sell |
54,701
-1,390
| -2% | -$212K | 3.67% | 8 |
|
|
2018
Q4 | $7.34M | Buy |
56,091
+393
| +0.7% | +$51.4K | 3.73% | 9 |
|
|
2018
Q3 | $8.69M | Sell |
55,698
-1,436
| -3% | -$224K | 4.89% | 6 |
|
|
2018
Q2 | $8.22M | Sell |
57,134
-2,108
| -4% | -$303K | 5.38% | 8 |
|
|
2018
Q1 | $7.99M | Buy |
59,242
+186
| +0.3% | +$25.1K | 5.62% | 8 |
|
|
2017
Q4 | $8.22M | Buy |
+59,056
| New | +$8.22M | 5.84% | 7 |
|